Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

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Feb 24, 2022 • 28min

How This Firm Owner Went from 0-70 Clients in 10 months

I'm an accountant who puts a smile on the face of small business owners with expert, jargon-free advice they can rely on. I save business owners money, help them maximise profit and cash, and put them in control of their finances. So why choose me as your Accountant? • Expertise - I've been doing this for over a decade. I've worked at both the 5th and 6th largest accounting firms, been Partner at another firm and now set up my own firm Raw Accounting...so I've probably seen another business in your situation before. • Relationships - I love nothing more than getting on the phone or in a room with my client and having a chat about their business. I'm the accountant you can talk to and actually understand. • Like minded - just like you, I'm a business owner first and foremost. I get your pains and I have a plan to solve them. But most importantly.... • Passion - I will leave no stone unturned in making sure your business is a success. So what do you get when you choose me as your Accountant? • Peace of mind - I'll give you a finance function you can rely on, so you can rest easy. • Control - I know as a business owner you want to feel in control of your finances. That's why we check in with all our clients at least once a month. • Fixed fees - because no one wants to feel like the clocks ticking when they pick up the phone to ask a question. • Email & telephone support when you need it. • Regular reviews to optimise your tax position and keep it optimised. • A single point of contact who knows and understands your business Interested? 📲 Email me: luke.fletcher@rawaccounting.co.uk 📞 Call me: 0118 370 2547 📩 Or just send me a message here on LinkedIn and I'll get straight back to you.
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Feb 17, 2022 • 27min

How Constraint Management Can Lead to a Healthier Firm

Passionate about innovation and the transformation of the accounting profession. Collaborating to build the future business model of a public accounting firm. The pioneer and industry expert in applying Lean Six Sigma, Project Management and Constraint Management principles within public accounting firms. 15+ years of experience working in and serving the public accounting profession. Master Black Belt in Lean Six Sigma. CPA Practice Advisor, 20 under 40 Superstars - 2016, 2017, 2018 Accounting Today Top 100 Most Influential - 2017
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Feb 10, 2022 • 36min

How to Build Trust Online & 3 Techniques to Quickly Build Trust Online

I help entrepreneurial accountants create generational wealth and impact, by systemizing how they attract and win the business of their dream clients. This is accomplished by delivering cutting edge online training material coupled with dynamic coaching experiences and by providing an incredibly high degree of accountability. After working with thousands of accountants, totaling hundreds of millions of dollars of new revenue billed and collected for my clients, I know what works and what does not in today's fast-paced digital age. Go to https://dreamfirms.com/ to learn more and begin the process of making your dream accounting firm a reality, today!
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Feb 3, 2022 • 26min

Grow Your Accounting Firm with Content Marketing

Founder of Full Stadium Marketing: A content marketing agency providing strategy, production and promotion to get your message to your audience. Currently serving clients all over the U.S. and Canada.
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Jan 27, 2022 • 31min

What No Code / Low Code Means for Accounting Firms

Working with some pretty great people trying to change the way accounting services are delivered to Canadians. We're always hiring for a few different roles. Check out our careers page to find out more. www.liveca.ca/careers On a more personal note, here are some pics as we travel North America full time in an RV: https://www.instagram.com/chaddaviscdn
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Jan 21, 2022 • 50min

How To Start & Open Your Own Bookkeeping Business

LEARN TOP ECOMMERCE ACCOUNTING AND CASH MANAGEMENT STRATEGIES ► When you are running a 7-figure eCommerce business, you need clarity and confidence in your finances in order to make informed business decisions so that you can grow your business. Many sellers obsess over top-line revenue when they should be obsessing over their profit margins and cashflow. It doesn't matter how great your sales numbers are if you are losing money on each order. Therefore, knowing your profit margins is key to staying in business for the long haul. Here are 5 actionable strategies for improving your profit margins: ❶ Get clear on your most and least profitable products ❷ Reduce unnecessary operating expenses across the board ❸ Create a strategy for improving profit margins for your least profitable products ➍ Maximize sales from your most profitable products ❺ Get better at inventory management When you do these right you'll accelerate your ability to scale to 8-figures and put your business in a better position for a potential exit. If you are in need of improving your financial literacy, developing efficient and repeatable systems to manage your business finances then: DM me for a free copy of our Xero toolkit for eCommerce businesses and our eCommerce accounting guide.
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Jan 13, 2022 • 38min

The Systems Essential to Accounting Firm Growth

I help businesses scale and grow by implementing efficient business infrastructure, processes and systems. My team and I are experts at creating, documenting and implementing processes and procedures in small/medium size companies. We work with companies that want to scale and expand as well as companies that are gearing up for transition. You can reach me at 503.750.0955 or adi@BizSuccessCG.com
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Dec 23, 2021 • 27min

How This Practice Broke 7 Figures through Rapid Experimentation

Business | Legal | Tax | Charity Lawyer | CPA | Advisor Cool buzzwords… but what do I really do? - I'm an architect; I help hopeful entrepreneurs plan and execute their dream businesses. - I'm a thrift store; I find tax savings you didn't know were possible. - I'm an engineer; I help you design systems and processes that work for you so you can work on your business. - I'm a physician; I diagnosis legal ailments and prescribe practical steps to achieve realistic outcomes. - I'm an agent; I'll help you make sure that you're buying or selling the right business, the right way. - I'm a matchmaker; I'll find you the right person to solve any problems I can't help with. www.bossadv.com
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Dec 16, 2021 • 46min

How to Win 2022 (The Big Trends)

I'm an entrepreneurial accountant and writer specializing in cloud accounting technology. I was honored to be named a "40 Under 40" in the accounting profession by CPA Practice Advisor in 2016 and 2017. I'm also co-host of the Cloud Accounting Podcast (http://www.cloudaccountingpodcast.com), a weekly news round-up for accountants, bookkeepers, developers, and anyone interested in the future of the accounting profession. Before joining FloQast, I worked as a Manager in the Outsourced Finance & Accounting division of Armanino LLP, California's largest homegrown consulting and accounting firm. I originally made a name for myself by founding and growing Cloudsourced Accounting, an online bookkeeping service with a mission to disrupt the business models of traditional CPA firms and freelance bookkeepers. The firm was an early adopter of cloud accounting apps such as Xero, Bill.com, and Expensify, which enabled my staff and clients to collaborate 100% remotely. Aprio Cloud acquired Cloudsourced Accounting in 2015.
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Dec 9, 2021 • 28min

The Better Way to Approach Advisory Conversations from the "Advisory Guy"

Go to www.completeadvisorysolution.com and watch the video What is Advisory If you want to talk to someone who knows what they are talking about and has been there and done it and isn't going to talk a load of stuff and nonsense then reach out and connect on LinkedIn MD of F3C Advantage Limited where we work with accountancy practices of all shapes and sizes If you want to get serious about developing Advisory Services contact me I also hold several consultancy and NED roles with a number of SME's I've been the New Business Director in a Regional Practice where we tripled the GRF of the office in two years by focusing on an Advisory Led approach. And an Advisory Partner in a Top Ten Firm where I trained over 100 partners and managers in the nuances and practicalities of client advisory before setting up F3C. So, I reckon I've got a pretty good fix on what clients want from accountants plus a pretty a good fix on what accountants feel about Advisory and why to date so many dabble rather than get serious. For Accountants that want to get serious about delivering client centric advisory services - Go to www.completeadvisorysolution.com and watch the video What is Advisory

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